2024_WSIA_Annual_Report

2024

ANNUAL REPORT

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2024 ANNUAL REPORT ABOUT WSIA The Wholesale & Specialty Insurance Association (WSIA) is a world-class member service organization representing the entirety of the wholesale, specialty and surplus lines industry.

WSIA’s membership consists of 762 member firms, including U.S. Wholesale, U.S. Insurance Market, Associate and Service members, representing tens of thousands of individual brokers, insurance company professionals, underwriters and other insurance professionals worldwide conducting business in the U.S. surplus lines market.

WSIA members of all shapes and sizes gain a

1 Message from the Chair

competitive advantage in the marketplace through

3 Membership

active participation in the only association dedicated

4 Networking and Events

specifically to the wholesale, specialty and surplus lines insurance industry.

MISSION The Wholesale & Specialty Insurance Association

6 Legislative Advocacy, Compliance 8 Education 10 Talent Outreach and Internships 12 WSIA Award Honorees

is the non-profit association of professionals and

14 WSIA Education Foundation

specialty market leaders dedicated to the wholesale

16 WSIA Talent Advocacy &

distribution system. The Wholesale & Specialty Insurance Association represents the interests of its members and the valuable role they play in the insurance market through networking, education,

Engagement Foundation 19 Wholesale Value 20 WSIA Financials

talent recruitment and development, regulatory

22 Committee Roster

and legislative advocacy for the wholesale, specialty

25 Leadership

and surplus lines industry, and by promoting the value of the wholesale distribution channel.

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CONTENTS

MESSAGE FROM THE CHAIR DEAR WSIA MEMBERS, On behalf of the WSIA Board of Directors, I am honored to present the Wholesale & Specialty Insurance Association’s 2024 Annual Report showcasing the association’s key achievements and strong financial position over the past year.

This report is a testament to our collective success as an association and industry.

In 2024, WSIA reached new milestones that reflect the industry’s remarkable growth and resilience. Attendance at WSIA networking events were record setting, demonstrating the value of these events for members. Our summer internship programs hosted record numbers of students considering careers in our industry, and contributions to the WSIA PAC reached new highs from a record number of supporters. This level of engagement underscores the importance and impact of WSIA’s work.

The strength of our industry lies in our ability to address evolving trends and risks. This same set of values drives WSIA to continuously evolve and enhance the value it provides to members.

In 2024, we expanded legislative and regulatory advocacy efforts to help ensure that members can provide important insurance options and solutions for emerging and excess risk. We also continue to expand our talent outreach to create more opportunities for students and also

equip WSIA member firms and individuals with resources to advance their own recruiting and retention of top-notch talent.

WSIA’s financial health is robust. We continue to maintain a sufficient operating reserve, as guided by the WSIA Board of Directors, ensuring the association’s ability to support future initiatives.

Sound governance and fiscal responsibility have WSIA well-positioned to meet the needs of our growing membership.

The dedication of our members is central to WSIA’s success. I extend my heartfelt gratitude to the 382 committee volunteers and countless others who contribute as presenters at WSIA education programs, student symposiums, conduct campus visits, and serve as hosts and mentors to our interns. Your time, expertise, and leadership are invaluable, and our collective achievements would not be possible without you.

As we look ahead, I am confident that WSIA and the wholesale, specialty, and surplus lines industry will continue to thrive. I am also confident your ongoing support of WSIA’s mission, programs, and events will return far more to you and your firm than your investment.

Thank you for your commitment to WSIA and for your role in driving our industry forward.

Brenda (Ballard) Austenfeld WSIA Chair

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WSIA MEMBERSHIP

WSIA MEMBERSHIP During 2024, the Membership & Ethics Committee reviewed 89 new membership applications and approved 18 U.S. Wholesale, 15 U.S. Insurance Market, 4 Associate and 44 Service Member applications.

U.S. Wholesale 278 Service 230

Associate 78 U.S. Insurance Market 176

804 branch offices

1,566 total offices

U.S. Wholesale Members

278

U.S. Insurance Market Members

176

Associate Members

78

Service Members

230

Total Member Firms

762

WSIA COMMITTEE VOLUNTEERS BY THE NUMBERS WSIA’s 382 committee volunteers in 2024 had a combined • 1,491 years of committee service • 73 of those committee volunteers were new in 2024 • 40% are U.S. Wholesale Members • 37% are U.S. Insurance Market Members • 7% are Associate Members • 5% are Service Members • 28% are also members of WSIA’s U40

WSIA’s 2024 Annual Report is a high-level overview of the association’s fiscal year financial performance and accomplishments on behalf of members. This year’s report continues to highlight stability and growth for the wholesale, specialty and surplus lines industry, as well as the association and its benefits for members. The WSIA team collaborates with the Board of Directors and a dedicated group of nearly 400 committee volunteers to help ensure we deliver a significant return on your firm’s investment in membership each year.

The association is dedicated to providing premier networking and business events, education programs for all types and sizes of firms, and high-caliber representation and advocacy for the wholesale, specialty and surplus lines industry. Your support of WSIA, the WSIA Talent Advocacy & Engagement Foundation and the WSIA Education Foundation is vital and appreciated.

Brady R. Kelley CEO & President

WSIA’S VALUE PROPOSITION The Wholesale & Specialty Insurance Association is the only trade association that serves the entirety of the wholesale, specialty and surplus lines industry. WSIA strengthens members’ competitive advantage in the insurance marketplace by promoting the market and value of wholesale distribution, protecting and advocating for an effective regulatory and legislative environment, supporting business through networking and enabling professionals with education, professional training and talent development opportunities.

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NETWORKING & EVENTS WSIA members rely on the association for the unparalleled networking opportunities

offered at Underwriting Summit and Annual Marketplace. These events, and the Insurtech Conference and U40 Connect, provide WSIA member professionals from all sizes and types of firms to network, conduct business meetings and enhance their industry knowledge.

UNDERWRITING SUMMIT

INSURTECH

The Underwriting Summit offers designated time for networking and business meetings for the underwriting, delegated authority, program specialist and professional and financial lines segments of the WSIA membership, as well as firm leadership.

The 2024 Insurtech Conference focused on industry disruption through digital transformation and sessions highlighted the why and how of developing a digital strategy, with solutions to streamline the distribution chain and enhance the customer experience. In addition to sessions, attendees networked during receptions and meetings in the Exhibit Hall with sponsors and exhibitors.

2024 Event Highlights: •1 ,603 members from 347 member firms participated in Phoenix, AZ, March 3-6, 2024, setting an event record with a 9% increase over 2023.

•E ntrepreneur, television personality and retired professional boxer, Laila Ali, was keynote speaker, and WSIA Annual Business Meeting and award recognitions were featured during the Opening Breakfast.

•P articipants were: 36% Wholesale Market Members, 35% Insurance Market Members, 16% Associate Members and 11% Service Members.

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2024 Event Highlights: •4 17 industry professionals participated in Austin, TX, April 7-10, 2024.

• Those participants came from 147 different member firms.

•5 0 exhibiting firms participated in the Exhibit Hall.

•4 4 speakers presented on a variety of technology topics.

• An Insurtech Pitch Competition featured innovative new ideas and products from nine start-up firms.

ANNUAL MARKETPLACE

U40 CONNECT

Annual Marketplace is the premier wholesale, specialty and surplus lines industry event. Members attend the event for networking and business meetings throughout the week in the Brokers’ Lounge and The Club.

The U40 Connect is a forum for under-40 wholesale, specialty and surplus lines industry professionals for education, exchange of industry information, volunteer service and networking.

2024 Event Highlights:

2024 Event Highlights:

•8 ,322 registered participants, from 776 member firms, participated in San Diego, CA, September 22-25, setting an event record with an increase of 9% from 2023.

• 206

U40 members from 59 firms participated in Chicago, IL, October 27-29, 2024.

•P articipants were: 44% Wholesale Market Members, 37% Insurance Market Members, 12% Associate Members and 6% Service Members.

•E vents and meetings were headquartered at both the Manchester Grand Hyatt and Marriott Marquis to accommodate growing attendance.

• WSIA hotel room blocks were available at 15 additional hotels

•P articipants were: 45% Wholesale Market Members, 44% Insurance Market Members, 8% Associate Members and 2% Service Members.

•P rofessional development sessions, industry education, peer-led discussion panels, and networking.

•S ervice event to support Children’s Place Association, a Chicago-based social service organization that benefits families and children.

• WSIA supported The Lucky Duck Foundation and the Youth Assistance Coalition in San Diego in advance of Annual Marketplace. Both organizations have strong grassroots leadership from insurance professionals in the area and are fighting homelessness in the city.

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LEGISLATIVE ADVOCACY, COMPLIANCE & PAC WSIA helps members promote and protect their position in the insurance market

by advocating for governing principles and objectives that lead to more uniform and efficient business operations within the wholesale, specialty and surplus lines industry.

With the support and direction of the Legislative Committee and Board of Directors, WSIA represents its members before state and federal legislators, insurance regulators and other groups impacting the industry’s compliance and business practices.

The Political Action Committee (PAC) helps the association educate members of Congress, state legislators and state insurance commissioners about the importance and impact of the wholesale, specialty and surplus lines industry on the nation’s economy. The PAC offers an influential voice on the industry’s complex insurance issues and can also offer financial support to candidates whose philosophies are consistent with the goals of WSIA and its members.

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CONTRIBUTIONS TO THE WSIA PAC TOTALED A RECORD $458,017 IN 2024.

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IN 2024, THE ASSOCIATION:

STATE ADVOCACY HIGHLIGHTS

• I nvested $640,182 in state and federal advocacy services focused on:

• Along with Florida Surplus Lines Association, worked to limit application of emergency provisions imposed upon the surplus lines industry following disaster declarations.

OP rotecting the surplus lines industry’s freedom from rate and form regulation to ensure that WSIA members can continue to provide coverage to insureds.

OC larifications and improvements to laws governing surplus lines policy fees and diligent effort processes.

O Advocated for implementation of National Association of Registered Agents and Brokers (NARAB), the passage of Secure and Fair Enforcement Regulation Banking Act (SAFER) and a long-term extension of the National Flood Insurance Program (NFIP).

•L ed and supported successful efforts to clarify the use of surplus lines policy fees in Alabama, Arkansas, Georgia, Michigan and Pennsylvania.

•S upported successful efforts to modernize diligent search processes in Colorado and Minnesota.

•L ed passage of Alabama law to eliminate zero premium reports, tax sharing authority and reduce tax reporting requirements.

•S upported efforts in Louisiana to eliminate “three-year rule” and reform bad faith laws.

WSIA PAC •C ontributions to the WSIA PAC came from 850 individuals and totaled a record $458,017.

•C ontributed $221,250 to state and federal candidates whose philosophies align with the goals of WSIA and its member firms.

•R eleased WSIA PAC Solicitation Toolkit to assist members with internal fundraising efforts.

• WSIA PAC balance exceeded $1 million for first time in its history.

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EDUCATION

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IN 2024, 736 MEMBER PROFESSIONALS PARTICIPATED IN 12 ON-SITE WSIA EDUCATION PROGRAMS. WSIA provides a full slate of technical training, leadership and professional development

programs to advance WSIA members’ employees’ careers. The association presents and develops programs for new and seasoned E&S professionals that are offered in a progressive format, so participants are appropriately challenged through every phase of their careers.

In 2024, 736 member professionals participated in 12 on-site WSIA education programs.

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EDUCATION

Excess & Surplus Lines – 113 participants Marcus Payne Advanced E&S – 78 participants Collaborative Selling and Negotiations – 77 total participants Atlanta – 29 participants Kansas City – 21 participants Phoenix – 27 participants Leader as Coach – 49 total participants Kansas City – 20 participants Phoenix – 29 participants Underwriting Boot Camp – 71 participants Technical Training: Hospitality – 25 participants WSIA University – 231 participants Surplus Lines Management – 47 participants Executive Leadership Summit – 45 participants Surplus Lines Fundamentals (online) – 172 member participants, 77student participants

WEBINARS AND PODCASTS WSIA hosted four free member webinars during the year, and 800 members participated during the live sessions or watched the recordings on demand.

Webinars were hosted on topics including The Empathy Advantage: Creating Inclusive Environments through Conscious Empathy, 7 Essentials for Creating Psychological Safety, Disability Inclusion in the Workplace and Becoming an Inclusive Leader.

The Education Committee also created and hosted a four-part podcast series on Artificial Intelligence, featuring knowledgeable industry experts. Video and audio-only formats are available on the WSIA website on-demand.

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TALENT OUTREACH AND INTERNSHIPS

2024 INTERNS

WSIA develops awareness and interest in surplus lines career opportunities among young and emerging talent through campus and student visits, education opportunities, symposiums and career fairs and scholarships. The association’s Talent Outreach Committee, Internship Committee, and foundations collaborate on this work.

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TALENT OUTREA INTERN

WSIA INTERNSHIPS 27 students with risk management course experience were selected as WSIA interns, and hosted by 31 WSIA member firms. Additionally, 15 students, who did not have previous RMI exposure, were selected and hosted by 13 member firms. All interns participated in a threeday orientation program in Kansas City prior to their first assignment and were paired with mentors for the summer.

The top 17 interns were selected to participate in the Annual Marketplace. Two of the attending WSIA Interns were selected as our J.H. Blades and Carlton Maner Scholars; they and will study the London market in 2025.

Two non-RMI track interns were selected to shadow an industry professional and the opportunity to work as a WSIA Intern for Summer in 2025.

TALENT OUTREACH • The WSIA Talent Outreach Committees reached 3,691 college students with promoting career opportunities in wholesale, specialty and surplus lines with virtual and in-person presentations.

• With financial support from the WSIA Education Foundation, conducted four Extreme Risk Taker student symposiums. o Extreme Risk Takers – Los Angeles | 108 student participants from 6 schools

• Participated in 4 Gamma Iota Sigma events and visited with 966 students during hosted career fairs and roundtable discussions. o Continued a financial partnership with Gamma Iota Sigma, as a Sustaining Partner, focused on growth and diversification of the insurance industry’s talent pipeline.

• The WSIA Education Foundation committed a total of $137,500 to 52 students at 34 universities through the Derek Hughes Scholarship Program.

• Hosted the WSIA White Paper and Video Contests to expand surplus lines awareness and knowledge for risk management and insurance students. Students submit papers or short videos on one of three pre-selected topics and winners are awarded cash prizes. o Video Contest - 6 participants from 5 universities researched and produced short videos on, “Rebranding the E&S Industry.” o White Paper Contest - 17 participants from 8 universities submitted research papers on, “What current event/ trend do you see having the most impact on the E&S segment of the insurance industry and why?”

o Extreme Risk Takers – Chicago | 199 student participants from 23 schools o Extreme Risk Takers – Philadelphia | 68 student participants from 9 schools o Extreme Risk Takers – Atlanta | 237 students from 15 schools o 59 WSIA member firms participated in symposium career fairs with the opportunity to meet and talk with students from across the country during these symposiums.

ACH AND NSHIPS

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2024 AWARD HONOREES

To view a list of all past WSIA and legacy associations award honorees, visit www.wsia.org/awards.

VINCENT DONAHUE/CHARLES MCALEAR INDUSTRY AWARD CARLTON MANER, LIFE MEMBER

Carlton Maner was honored with the Vincent Donahue/Charles McAlear Industry Award, the association’s highest distinction. The award honors individuals who have made significant contributions to the association and the wholesale, specialty and surplus lines industry. It is named after Vincent Donahue and Charles McAlear who were pioneers of our legacy organizations. Donahue served as president of Jefferson Insurance Company and was instrumental in encouraging competitors to join AAMGA. McAlear initiated organizational efforts to form NAPSLO as the national surplus lines association in the early 1970s and served as its first president from 1975 to 1977.

Carlton was honored for his countless contributions to the Association and the industry.

He served as a member of the Board of Directors between 2010 and 2023, the Executive Committee, and as Chair of the Talent Advocacy & Engagement Foundation since it was formed in 2020. He has been a tireless promoter of the Association’s value and work.

EARLE DILLARD AWARD The Earle Dillard Award honors the contributions and outstanding service of a Committee Chair. The award is named after Earle Dillard, who served as president of Bloss & Dillard and as AAMGA President from 1973-1974. He led various AAMGA initiatives over many years, including the mid-1960s group that shaped many of the AAMGA’s operating policies and the formation of the AAMGA University Foundation in 1988.

GERALD DUPRE, CORE SPECIALTY

Gerald Dupre was honored with the Earle Dillard Award. He has served as Co-Chair of the Internship Committee since 2023. He has offered exceptional leadership to the tremendous growth in the program, the number of hosted interns, and the orientation program. His collaboration and leadership is greatly appreciated and invaluable for the committee.

WENDY HOUSER, MARKEL SPECIALTY

Wendy Houser was honored with the Earle Dillard Award. She served as Co-Chair of the WSIA Internship Committee in 2023 and 2024. During that time, she offered tremendous leadership and contributed heavily to the growth in the program. Her collaboration and investment in the committee is a testament to her support of the association and the industry.

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RICHARD BOUHAN LEGISLATIVE ADVOCACY AWARD KATHY MCVANEY, AMWINS GROUP

Kathy McVaney was honored as the Richard Bouhan Legislative Advocacy Award recipient, which honors individuals whose advocacy helps advance the legislative interests of the wholesale, specialty and surplus lines industry. It was created in 2006 in recognition of Dick Bouhan’s outstanding legislative work as Executive Director of the association from 1988 to 2011.

Kathy serves on WSIA’s Legislative Committee. She is a valued participant in Surplus Lines Law Group discussions and is a leader within the North Carolina Surplus Lines Association. Her advice and counsel greatly enhances WSIA’s advocacy program and its value to members.

DANA ROEHRIG AWARD Named for Dana Roehrig, who served as the second president of NAPSLO, the award recognizes the efforts of outstanding volunteers to one of the association’s working committees.

DAVID ARCHIABLE, GREAT AMERICAN RISK SOLUTIONS

David Archiable was honored with the Dana Roehrig Award. He volunteers as a WSIA Education Committee member and as a presenter at WSIA education programs. He offers exceptional support and leadership to those programs and invests a great deal of time and talent to developing them to benefit all WSIA members.

BARB HABEL, ATAIN INSURANCE COMPANY,

A PART OF THE H.W. KAUFMAN GROUP FAMILY OF COMPANIES

Barb Habel was honored with the Dana Roehrig Award. Barb volunteers on the WSIA Education Committee and presents at WSIA education programs. She has been instrumental in helping develop new content to update existing programs and expand program offerings, and she commits tremendous energy to that.

AWARDS

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WSIA EDUCATION FOUNDATION

THE WSIA EDUCATION FOUNDATION is dedicated to encouraging the educational development of all those interested in the excess and surplus lines business and to overcoming the misperceptions of the excess and surplus lines market.

During 2024, the WSIA Education Foundation invested $1.2 million in programs to encourage educational development of WSIA members and students interested in the wholesale, specialty and surplus lines industry, in addition to its ongoing support of the WSIA Talent Advoacy & Engagement Foundation. The WSIA Education Foundation ended fiscal year 2024 with $15.3 million in assets.

2024 investments included: TALENT OUTREACH INITIATIVES

MEMBER-FOCUSED EDUCATION INITIATIVES

• Scholarships totaling $137,500 to 52 students through the Derek Hughes Scholarship Program, bringing the total invested to more than $1.6 million to 411 students since 1988.

•$ 56,895 in registration fees, lodging and travel stipends to 24 WSIA members to participate in WSIA education programs.

• Administration of student-focused educational programs, symposiums, scholarships and grants to support and reward exceptional students who have an interest in an insurance career.

• Student-centered recruiting initiatives including: o Four student symposiums and career fairs for risk management and actuarial science students. o Grants totaling $8,250 to university risk management and insurance programs that increase awareness and visibility of the wholesale, specialty and surplus lines market. o Grants to support college and university development of curriculum focused on the wholesale, specialty and surplus lines segment. o Financial partnership with Gamma Iota Sigma (GIS) to facilitate growth in the talent pipeline for the wholesale, specialty and surplus lines industry by premiering WSIA, the WSIA Education Foundation, the WSIA Talent Advocacy & Engagement Foundation and WSIA member firms at GIS events and programs.

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• Support of the 29 newly conferred Associate in Surplus Lines (ASLI) designees, bringing the total to 2,859 since 1997.

• Sponsorship of the 2024 AM Best Special Report — U.S. Surplus Lines Market Review, an important tool for the industry and WSIA members.

• Continued work with Georgia State University to enhance the role of the WSIA Distinguished Chair in Risk Management and Insurance and its value to WSIA members with facilitation of an education session at WSIA University.

• Support from the E.G. Lassiter Lecture Series to fund exceptional speakers during WSIA’s Annual Business Meeting.

• An ongoing commitment of $1 million to the WSIA Talent Advocacy & Engagement Foundation to support its initiatives.

CHAIR Danielle Wade Jackson Sumner Associates Boone, NC

VICE CHAIR David Nelson Nationwide E&S Scottsdale, AZ

SECRETARY Matt Lynch Risk Placement Services, Inc. Minneapolis, MN

TREASURER Kristen Skender Jimcor Agencies Pittsburgh, PA

IMMEDIATE PAST CHAIR Nick Abraham Amwins Global Risks London, UK

Maureen C. Caviston Amwins Group Stamford, CT

Dawn D’Onofrio WKFC Melville, NY

Annie Dawson XS Brokers Louisville, KY

Tripp Duesenberg Southern Insurance Underwriters Alpharetta, GA

Angie Fylak Nautilus Phoenix, AZ

Grace Grant Gamma Iota Sigma Powell, OH

Bob Greenebaum CRC Chicago, IL

Hank Haldeman Life Member Los Angeles, CA

Brady Kelley WSIA Kansas City, MO

Regina Kirwan GenStar Stamford, CT

Jennifer Larsen Erickson-Larsen, Inc. Maple Grove, MN

Michael Miller Pivix Specialty Insurance Services Scottsdale, AZ

Clint Nokes RSUI Atlanta, GA

Brian Van Cleave Huntersure Chicago, IL

Hollis Zyglocke Markel Specialty Henrico, VA

EDUCATION FOUNDATION

BOARD OF DIRECTORS

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WSIA TALENT ADVOCACY & ENGAGEMENT FOUNDATION INITIATIVES THE WSIA TALENT ADVOCACY & ENGAGEMENT

TALENT OUTREACH INITIATIVES

FOUNDATION was founded in 2020 as a 501 (c)(3)

• Presentations to 717 students through informational sessions promoting insurance career opportunities at five colleges and INROADS.

charitable organization. Its founding came after the WSIA Board of Directors identified enhancing the talent pipeline in the wholesale, specialty and surplus lines segment as a strategic initiative in 2019, with financial support from WSIA member firms and individuals committed to bringing the initiative to the forefront. Since its launch in 2020, the Talent Advocacy & Engagement Foundation has received pledges and contributions totaling $4.2 million from WSIA member firms, individuals and the WSIA Education Foundation.

o Talent Outreach and Internship Committee members did presentations for Prairie View A & M University, The University of Texas at San Antonio, University of Southern California, University of Georgia, and Fisk University.

They also participated in career fairs in Atlanta, Los Angeles and Dallas as well as a virtual fair through the College Diversity Network. o Students from Fisk University, Alcorn State University, and Prairie View A & M University attended WSIA symposiums in Los Angeles, Chicago, and Philadelphia through grants provided by the Foundation.

• Hosted 15 Interns to work with a WSIA member firm for nine weeks. o Interns come to the program without RMI experience.

WSIA TALENT ADVOCACY AND ENGAGEMENT FOUNDATION MISSION STATEMENT The WSIA Talent Advocacy & Engagement Foundation was founded in 2020 to stimulate and attract a broad pipeline of talent for the wholesale, specialty and surplus lines insurance industry and to promote an Association and workplace cultures where all people have what they need to be successful in the industry.

The Foundation strives to: • provide education resources and programs designed to cultivate a culture for WSIA and its membership where all people feel supported and have what they need to succeed in the industry; • remove any barriers to enable all people to compete on a level paying field; and • foster synergy with similar initiatives among all industry participants.

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o Top seven interns attended Annual Marketplace; top two interns were selected to participate in the 2025 WSIA Internship Program, receive an additional $2,500 scholarship, and shadow industry leaders. o A 2023 Talent Advocacy & Engagement intern, who earned a WSIA Internship in 2024, was also chosen as a J.H. Blades Scholar, for the first time. o Seven former interns from 2023 and 2024 were selected for the 2025 WSIA Internship Program • Supported Gamma Iota Sigma (GIS) as a Sustaining Partner in its work to cultivate a more diverse talent pipeline for the industry. The GIS Foundation’s mission is to ensure equitable access to careers in insurance, risk management, and actuarial science by lowering the social and financial barriers for all students, regardless of background or means. WSIA staff, Brady Kelley, Chris Timmerman, and Vanessa Sims serve in volunteer capacities for GIS. • Onboarded a new WSIA team member to focus exclusively on talent outreach and development with Hispanic Serving Institutions (HSIs), Historically Black Colleges and Universities (HBCUs), and colleges with a high population of students from a variety of socio-economic backgrounds.

FOUNDATION MEMBER-FOCUSED TALENT ADVOCACY & ENGAGEMENT INITIATIVES • Continued partnership with Blue Ocean Brain, a microlearning platform that makes short, interactive videos, games and Talent Advocacy & Engagement lessons available to members. o Increased number of lesson views to 11,312; a 10% increase over the prior year.

• Sent twelve monthly e-Newsletters to all WSIA members with a 35% open rate.

• Increased The Talent Advocacy & Engagement Foundation’s LinkedIn engagement to 846 followers; a 30% increase over the prior year.

• Embedded inclusive leadership education into WSIA leadership programs.

• Offered five webinars to members including Emotional Intelligence, Neurodiversity: What It Is and What It Isn’t, Cultivating Inclusive Spaces, Disability Inclusion: Your Role in Disability Inclusion No Matter Your Title, and Developing and Maintaining Workplace Relationship Through a Lens of Inclusion. o Recordings remain on the WSIA website to view on demand.

• Held five Talent Practitioners’ Forums, industry and member firms’ employee meetings, offering a place to learn and to share best practices such as Amwins Women’s Leadership Development Program, Cap Specialty’s program to attract talent through community colleges, the United Insurance Network collaboration, Link-USA’s LGBTQ+ workplace culture guidebook. Workplace culture conversations were facilitated for employees at Berkshire Hathaway Homestead Companies, the InsHER podcast, and the Black Women in the Insurance Industry conference.

BOARD AND ASSOCIATION GOVERNANCE INITIATIVES • The Talent Advocacy & Engagement Foundation Board engaged in Conversation Learning Circles to broaden cultural awareness, increase comfort in having difficult conversations, and cultivate greater consciousness of leadership practices that embrace and value all individuals in the workplace.

• WSIA committee members participated in online training on enhancing wokplace culture. The lesson provided tools to help volunteers integrate their learning into their committee involvement.

• Member firms were offered the opportunity to acknowledge and support the WSIA Talent Advocacy & Engagement Statement. Six additional member firms have signed on to acknowledge their commitment, for a total of 19.

2024 WSIA TALENT ADVOCACY & ENGAGEMENT FOUNDATION INTERNS

“ This was really a great experience for me. I had no real career path I was pursuing, and this program is so detailed and in depth, which allowed me to find my passion for insurance. I’m grateful that WSIA has a program that allows business majors like me to learn about this. Anyone can find a passion in insurance.”

“ WSIA truly changed my life. Never have I felt so accommodated for. Everything about this experience only emphasized the abundance of opportunities in the field. Not to mention, the people involved in the process really do show concern for each and every intern. To all involved thank you so much.”

o 700 member firm insurance professionals participated.

• Sponsored the NAIC’s 4th Annual Diversity, Equity and Inclusion Conference.

• Developed webpage and flyer with testimonials to raise awareness and promote careers in the industry to veterans.

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WSIA TALENT ADVOCACY & ENGAGEMENT BOARD OF DIRECTORS 2024 TALENT ADVOCACY & ENGAGEMENT FOUNDATION ROADMAP MILESTONES Student and Talent Outreach

Carlton Maner, Chair Atlanta, GA

Carey Bond Lloyd’s America Atlanta, GA

Tony Chimera Westfield Specialty Alpharetta, GA

Thurston (TJ) Davis Jr. RT Specialty Birmingham, AL

• Expand recruiting efforts to people with disabilities and LGBTQ+ communities.

• Leverage mentorship resources to extend connection with interns.

Member-Focused Culture • Introduce sponsorship as a tool to grow and retain historically underrepresented talent.

Gerald Dupre Core Specialty Atlanta, GA

Duffy Koller Paragon Excess & Surplus Lines Chicago, IL

Liz Kramer Munich Re Specialty Princeton, NJ

Phillip McCrorie RSUI Atlanta, GA

• Launch inclusive leadership education.

• Build bias mitigation toolkit phase 2.

Association-Focused • Seek member commitment to the anonymous survey reporting of demographic data in 2025.

Marya Propis RT Specialty Buffalo, NY

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Jacque Schaendorf Insurance House Atlanta, GA

Molly Shah Amwins Charlotte, NC

• Offer resources to help firms in their commitment to diversifying leadership and boards.

WHOLESALE VALUE

WSIA is committed to its members and to the wholesale distribution system.

In honoring that commitment, WSIA messages the value of the wholesale distribution system to the retail marketplace by incorporating the benefits of the wholesale distribution system in all internal and external communications and consistently linking the key attributes of WSIA member wholesalers to the WSIA message. Additionally, WSIA proactively cultivates relationships to leverage earned media placements promoting the wholesale distribution system.

During 2024, WSIA: • Hosted 112,166 user sessions on www.wsia.org, with 513,862 total pageviews.

• Invested $220,000 in the Wholesale Value messaging campaign in 2024, which generated an estimated $76,231 in earned editorial equivalence with 4.5 million impressions and an additional $3.7 million in paid advertising impressions.

• Delivered 143 WSIA newsletters and e-News updates to members, with an average open rate of 46.23%.

• Utilized LinkedIn to cross-promote WSIA News and events and provide members with an alternate way to learn and stay connected, and reposted WSIA Talent Advocacy & Engagement Foundation cultural awareness theme content across both profiles, tagging members whenever possible. o Ended the year with 15,068 LinkedIn followers, an increase of 26% over 2023.

CHOOSE A

MEMBER Sometimes you need a partner who can help you create the right solution for your client’s risk, while minimizing yours. Choose a WSIA member to craft costeffective solutions for complex risks.

FIND A WSIA MEMBER

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FINANCIALS

WSIA’s net assets reached $19.7 million at December 31, 2024 with operating revenue and expense growth of 10.6% and 10.4%, respectively, from 2023. The most significant improvement in 2024 operating revenues resulted from the association’s 2024 Annual Marketplace in San Diego with a record 8,322 attendees, representing growth of 9% from our second largest contingent of 7,655 attendees at the 2023 Annual Marketplace. Operating expenses were up $1.3 million from the prior year, also driven primarily by growth in event attendance, a larger investment in state regulatory and legislative advocacy, and additional resources bringing the WSIA staff team to 20 employees.

The association continued to invest in valuable committee work, networking events and education programs, regulatory and legislative advocacy and important reforms for the industry, its communication campaign promoting the value of wholesale distribution, and the good work of the WSIA Talent Advocacy & Engagement Foundation and WSIA Education Foundation to develop a larger pipeline of talent for our industry. Three staff positions were added in late 2024, including the Director of Technical Operations, Event Housing Manager and Senior Manager, Talent Outreach & Strategic Relationships supporting the association’s operations and technical infrastructure upgrades, growth in the number of hotels we leverage for events, and expansion of our talent outreach programs.

Furthering the association’s net revenue growth in 2024

was $2 million of investment income, including $502,514 of unrealized gains on WSIA’s investment portfolio, consistent with peer performance in 2024. WSIA’s net assets of $19.7 million at December 31, 2024 represent an operating reserve of 131% and places the association in a strong financial position.

The WSIA team and Board continue to carefully review and benchmark the association’s operating reserve to invest in events, programs and services whose value to members exceeds their annual membership dues. We also manage the reserve to maintain prudent financial strength for many years to come. WSIA’s financial statements and investment results are monitored by the Audit & Compliance Committee and were reviewed by independent auditors, Mayer Hoffman McCann P.C. Their report included an unmodified audit opinion, no financial statement adjustments, and noted no weaknesses in WSIA’s internal control structure.

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THE MOST SIGNIFICANT IMPROVEMENT IN 2024 OPERATING REVENUES RESULTED FROM THE ASSOCIATION’S 2024 ANNUAL MARKETPLACE IN SAN DIEGO WITH A RECORD 8,322 ATTENDEES, REPRESENTING GROWTH OF 9% FROM OUR SECOND LARGEST CONTINGENT OF 7,655 ATTENDEES AT THE 2023 ANNUAL MARKETPLACE.

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WSIA BALANCE SHEET

WSIA INCOME STATEMENT

Dec. 31, 2024 Dec. 31, 2023

Assets Cash and Cash Equivalents

For the Years Ending Dec. 31, 2024 Dec. 31, 2023

Revenues $

1,504,333

$

886,146

Investments 19,695,797 17,319,191

Membership Dues

$ 3,282,648

$ 2,681,199

Program Service Revenue 11,048,972 10,267,576

Funds Held for Others

497,176

-

Deferred Compensation Assets

467,134

285,963

Receivables

228,794

215,429

Prepaid Expenses

744,456 1,009,626

Program Services 9,550,226 8,523,109

Property and Equipment

39,243

63,808

Committee Activities 2,339,026 2,119,498

Right of Use Assets Operating Leases

396,674

585,013

Total Assets

$ 23,573,607

$ 20,365,176

Expenses

General and Administrative 1,669,584 1,623,154 Total Expenses 13,558,836 12,265,761 Investment Income 1,968,989 1,808,605

Liabilities and Net Assets Accounts Payable

Total Revenues 14,331,620 12,948,775

$

$

199,145

Accrued Expenses

441,882

378,109

Deferred Compensation Liability

467,134

285,963

Deferred Revenue

215,543

1,864,420 1,956,518

Operating Lease Liabilities

430,233

629,995

Funds Held for Others

497,176

-

Total Liabilities

Change in Net Assets 2,741,773 2,491,619 Net Assets, Beginning of Year 16,915,446 14,423,827 Net Assets, End of Year

$ 19,657,219

$ 16,915,446

3,916,388 3,449,730

Net Assets Unrestricted 19,657,219 16,915,446 Total Liabilities & Net Assets

$ 23,573,607

$ 20,365,176

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COMMITTEE ROSTER

AUDIT & COMPLIANCE COMMITTEE

CHAIR, Wendy Houser Markel Nick Abraham Amwins Global Risks Elizabeth Banks Jackson Sumner & Associates Samuel Carson Burns & Wilcox Jennifer Cunningham Atlantic Casualty Insurance Co. Jim Damonte Upland Specialty Insurance Chris Greene Canal Insurance Company Mubarak Kahloan Lexington Insurance Company Duffy Koller Paragon Insurance Holdings, LLC Douglas Lang Convex Group Ltd. Adam Law RT Specialty Jeff Lynn Paragon Insurance Holdings, LLC Stephanie Pooler Synapse Services LLC Drew Stock Upland Specialty Insurance Shelby Zgnilec Burns & Wilcox FOUNDATION INTERNSHIP COMMITTEE

CHAIR, Tony Chimera Westfield Specialty Rahmad Bauldrick Burns & Wilcox Jennifer Brown Amwins Access Patricia Chiodo Burns & Wilcox Ryan Degale Amwins Brokerage Cecilia Espineli Nationwide E&S/Specialty Aneisha Goldsmith Atrium Underwriters Limited Carlos Herrera RT Specialty Ebony Hunt Amwins Access Molly Ireland National Indemnity Company Anita Jim Nationwide E&S/Specialty Jennifer Kessel USG Insurance Services, Inc. Anna Kodryanu Westfield Specialty

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Stephanie Lawson Great American Risk Solutions Camara Magaoay Ironshore Inc. Dalmona Reese QBE Insurance Corporation Gerald Sheehan Arthur J. Gallagher (U.K.) Ltd. Kelly Sisson RT Specialty Alyxandra Wagner RT Specialty Meg Zuckerman Upland Specialty Insurance FOUNDATION TALENT OUTREACH COMMITTEE

CHAIR, Thurston Davis RT Specialty Paul Adams Argo Group Anurag Batta Bridge Specialty Group Carey Bond Lloyd’s Cassandra Ferguson RSUI Lynne Fletcher CapSpecialty Sherita Hardy Amwins Brokerage Carlos Herrera RT Specialty Julia Houk AJG - Gallagher Bassett Molly Ireland National Indemnity Company Stephen Jones Admiral Insurance Group Anna Kodryanu Westfield Specialty Carlos Marcano London Underwriters, LLC Ricardo Melchor RT Specialty Lakeisha Moore Atlantic Casualty Insurance Co. Breelin Motte Markel Christopher Reilly Amwins Kanika Scott AXIS Insurance EDUCATION COMMITTEE

CO-CHAIR, Daniel Kaufman Burns & Wilcox CO-CHAIR, J. Patrick Roe Arlington/Roe

David Archiable Great American Risk Solutions Alexander Barton Great American Risk Solutions Adam Care HSB Bryan Clark Gorst & Compass Insurance Joshua Conyers Preferred Specialty, LLC Kimberly Curtis Nationwide E&S/Specialty Joe Dahlvig Admiral Insurance Group Cara Delestienne Burns & Wilcox Ken Distel Atlantic Casualty Insurance Co. Shammi Dowla Amwins Brokerage Gabriel Fox Zurich Angie Fylak Nautilus Insurance Group Cody Gambino AmRISC, LLC Eva Gonzalez MUSIC Barbara Habel Burns & Wilcox Jessica Hahn XPT Specialty Dani Harris Treaty Oak General Agency Barbara Ingraham One80 Intermediaries Harry Jardine Aon Benfield Inc. Ronald Keller Tokio Marine HCC Steve Kelly Nationwide E&S/Specialty Regina Kirwan GenStar Michael Kroll Amwins Paul Lefcourt RT Specialty Toni Leone Great American Risk Solutions Christopher Lewis Zurich Michael Marks Nationwide E&S/Specialty Tayler Marshall Ryan Specialty Underwriting Managers Matt McColley KW Specialty Insurance Co

Ricardo Melchor RT Specialty John Merchant Falcon Risk Services Natasha Morrow Amwins Stacy Paquet Nexus Underwriting Riley Pickett RT Specialty Rick Pitts Arlington/Roe Hannah Poulson Ironshore Insurance Services Karen Preston Burns & Wilcox Mark Rector Lloyd’s Jacqueline Schaendorf Insurance House, Inc. Christopher Schramm Argo Group Tanner Sealey Upland Specialty Insurance Kristen Skender Jimcor Agency, Inc. Annemarie Sorensen Nationwide E&S/Specialty Rebecca Thomas Burns & Wilcox Lisa Van Leuvan Risk Placement Services John Vedder Bridge Specialty Grp.-Peachtree Lihong Wang International Risk Solutions Ltd Chris Zoidis Atain Insurance Companies EVENTS COMMMITTEE

CO-CHAIR, Patrick Albrecht Associated Insurance Administrators, Inc. CO-CHAIR, Phillip McCrorie RSUI Stephen Adam Upland Specialty Insurance Reiko Akimoto At-Bay Whitney Alt Velocity Risk Underwriters Mamadou Bah RT Specialty Michelle Baldwin Amwins Brokerage Grainne Bohan UFG Specialty Shannon Dahlke Amwins Access

Angela Davis Amwins Brokerage Randy Doss CRC Adriana Esposito RT Specialty Jason Feldman Berkley Program Specialists Chris Giadrosich Intact Insurance Specialty Solutions Dawn Gordon Brown & Riding Insurance Jon Grimsley Great American Risk Solutions Elizabeth Hayes AmRISC, LLC Christie Hubbard Ascot Group Kelsey Jules Amwins Brokerage Katie Katzman Amwins Addie Lopez R.E. Chaix & Assoc. Inc. Sarah Louis Amwins Brokerage Ernest Lucatero Ironshore Insurance Services Carmen McKeon CRC LJ Modafferi Palms Specialty Insurance Company Steven Moore Nationwide E&S/Specialty William Palmer Markel Vladimir Peraza CRC Phoebe Phung Core Specialty Lisa Rodriguez Brown & Riding Insurance Caryn Siebert AJG - Gallagher Bassett Lorin Smith CRC Serena Ter-Nersesian Great American Insurance Group Kayce Thigpen CRC Steve Tralongo Markel Daniela Valdevenito Everest Insurance Kasey Vaughn KGU, LLC Greg Watson Amwins Access

Linda Yuan Mission Underwriters Michelle Yuko Amwins Brokerage INSURTECH COMMITTEE

CHAIR, Veronica Davis Atlantic Casualty Insurance Co. Zach Blaetz Wholesure Marciana Bradley Tokio Marine Specialty Insurance Co Cristy Brewer Atlantic Casualty Insurance Co. Jeffrey Brighton QuoteWell Insurance Services, LLC Dan Brown Eversheds Sutherland Mike Cavanaugh Fusion Chasity Devasurendra CRC Mimi Dobbins Jackson Sumner & Associates Dana French First Insurance Funding April Bianca Henry Kleen Great American Insurance Group Arvind Kaushal Cogitate Kelly Maheu Vertafore Kate Mazza QuoteWell Insurance Services, LLC Gilbert Orozco Imperial PFS Rich Pluschau Falcon Risk Services Joanna Prusinska RT Specialty Ryan Rafferty USG Insurance Services, Inc. Marie Reed Nationwide E&S/Specialty Abbe Sultan Flow Insurance Services Tate Tooley Bloss & Dillard, Inc. Jason Wiley Patra Corporation Laura Wimmer Crum & Forster Surplus & Specialty Lines Christyn Yoast BOXX Insurance

INTERNSHIP COMMITTEE

CHAIR, Steve Boyd Bridge Specialty Group Alexandra Angelico Amwins Sara Aronovitz Burns & Wilcox Milan Arpino Amwins Brokerage John Bearden Amwins Brokerage Maddie Beja Risk Placement Services Bryson Belaire Bridge Specialty Grp.-Hull & Co. Matt Blessing RT Specialty Brett Blumencranz IFG Companies Archer Brill Markel Stacey Bullock Risk Placement Services Gina Butchin Nautilus Insurance Group Gabe Carrieri XS Brokers Insurance Agency Tony Chimera Westfield Specialty Faith Cochran CRC Dan Confalone Markel Megan Connors Westfield Specialty Tammy Culmone Amwins Access Meredith Dearing W/R/B Specialty Matt DeBernardi RLI Jim DeSimone AXIS Insurance Douglas Dick Crawford & Company CHAIR, Gerald Dupre Core Specialty Renee Eldridge Markel Scott Epstein Novatae Risk Group Heather Gay AmTrust E&S Insurance Bob Greenebaum CRC Carson Herron Velocity Risk Underwriters Troy Hidle Amwins Brokerage

Nicole Hissong Velocity Risk Underwriters Hannah Huggins RT Specialty Ben Hughes Upland Specialty Insurance Kristin Jones Amwins Access Clif Kersey Upland Specialty Insurance Anna Kodryanu Westfield Specialty Logan Krause Bridge Specialty Grp.-Peachtree Jeff Lamb Markel Colton Langsam Burns & Wilcox Brooke Leadbetter Amwins Brokerage Tricia Loney DUAL North America Noah Lucas Markel Robert Martin CNA Sam Marty Great American Risk Solutions Andrew May Admiral Insurance Group Adam Mazan Risk Placement Services Jonathan McKenzie Commercial Sector Ins. Brokers Katie Moran GenStar Shannon Nisi Beazley Group Anna Nix Amwins Nicole Noland Aspen Insurance Derek Pace RT Specialty Houston Pittman Amwins Access Jamie Ratowsky RT Specialty Allison Reagan RT Specialty Gary Romay KW Specialty Insurance Co Heather Schenker Sentry Specialty Meredith Scott RT Specialty Zachary Snow Westchester

Erika Sreenan RT Specialty Bryant Steele Burns & Wilcox Alexandra Stoughton Westfield Specialty Linsey Tabor Amwins Brokerage Allison Thayer Coaction Specialty Insurance Group Chad Thibodeaux Amwins Brokerage Chad Trainor CRC Cara Warren Amwins Brokerage Sawyer Welnak Brown & Riding Insurance Mariah Wilson Amwins Brokerage Ethan Witting AXIS Insurance Gregory Woods GenStar Alexander Wright Crum & Forster Surplus & Specialty Lines LEGISLATIVE COMMITTEE

CO-CHAIR, Robert Sanders Preferred Specialty, LLC CO-CHAIR, Coryn Thalmann Jimcor Agency, Inc. Tom Albrecht WSIA Life Member Erin Bagley Coaction Specialty InsuranceGroup Joshua Bowen Crum & Forster Surplus & Specialty Lines Michael Breeding Amwins Brokerage Christian Brito Greenberg Traurig H. Michael Byrne McDermott Will & Emery LLP Jennie Carr Arlington/Roe Robert Carroll Crum & Forster Surplus & Specialty Lines Kathy Colangelo Bridge Specialty Group Thomas DeCotis DeCotis Specialty Insurance Don Deising Specialty

David DeMott Gridiron Insurance Underwriters Crystal DePascual Amwins Access Andrew Diamond Nationwide E&S/Specialty Brian Dunn XS Brokers - Southeast Seth Fischer W.H. Greene & Assoc., Inc. Anthony Gawlik Amwins Hank Haldeman WSIA Life Member Paul Hanley CRC Group Rachel Hanuschak Lexington Insurance Company Mallorie Harper Markel Michael Heinle Burns & Wilcox Ilana Hessing Ryan Specialty Underwriting Managers Alan Kaufman Burns & Wilcox Paul Laufer Gorst & Compass Insurance Daniel Maher ELANY Robert McEwen The Parks Group, Inc. Benjamin McKay Surplus Line Association of CA Kathy McVaney Amwins Jason Murrey RT Specialty Clint Nokes RSUI David Ocasek Surplus Line Association of IL D. Conor O’Leary Shelly, Middlebrooks & O’Leary Janet Pane ELANY James Roe Arlington/Roe Amanda Ruppel CRC Ben Schiffman Crum & Forster Surplus & Specialty Lines Mark Shealy Florida Surplus Lines Service Office Lee Sjostrom RSUI

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COMMITTEE ROSTER

Bachman Smith Johnson & Johnson, Inc. Jerry Sullivan G.J. Sullivan Co. Reinsurance Colin Sullivan Ironshore Insurance Services Josh Taylor Novatae Risk Group Tony Trenzeluk Sentry Specialty David Vanalek Richmond National Insurance Company Tiffany Way RT Specialty Randy West AmRISC, LLC Lindsay Williams Amwins Brokerage

Michael James Lockton Re LLC Julia Keenan Lexington Insurance Company Neil Kessler CRC Matt Lynch Risk Placement Services Alexander Mortimer RT Specialty Jeff Short Brown & Riding Insurance Chris Siegel Burns & Wilcox Van Spanos Core Specialty Kevin Sullivan AmTrust E&S Insurance

MEMBERSHIP & ETHICS COMMITTEE

CO-CHAIR, Cristi Carrington Brown & Riding Insurance CO-CHAIR, Christa Nadler Risk Placement Services Matthew Brady Burns & Wilcox Cliston Brown Surplus Line Association of CA Ben Bruhn Amwins Brokerage Yana Connors Ck Specialty Ins. Associates Zac Crosley CRC Mimi Fiske Markel Pierson Jones Ascot Group Fred Karlinsky Greenberg Traurig Christina Mannino Crum & Forster Robert Peele Collins & Lacy, P.C. Bernadette Rousseau Flow Specialty Insurance Services LLC Bryan Sanders Markel Scott Smith RSUI Andrew Thatcher Crum & Forster Surplus & Specialty Lines

CO-CHAIR, Michael Garrison Navigators, a brand of The Hartford CO-CHAIR, Jeff McNatt Amwins Brokerage Neil Baker Shepherd Compello Ltd. Kevin Bolger Afco Direct Andrew Bown Tysers Jim Dowdy Ryan Specialty Underwriting Managers Ross Driscoll National E&S Insurance Brokers, Inc. Dennis Dunne Trigon, Inc. Jeff Fields Markel Michelle Fisher Sompo Lindy Gardner Admiral Insurance Group Andrew Grim Brown & Riding Insurance William Hildebrand PPS Specialty Underwriters, Inc. Jennifer Hopson Munich Re Specialty, Syndicate Samuel Hufstedler Tenco Services, Inc. Justin Ingram Amwins

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PAC COMMITTEE

continued

TALENT OUTREACH COMMITTEE

CHAIR, Danielle Wade Jackson Sumner & Associates Andrew Adams River Valley Underwriters Josh Ammons Amwins Brokerage Jessie Berger Upland Specialty Insurance Leslie Bingham Navigators, a brand of The Hartford Devon Borisoff Monarch E&S Insurance Svcs.

Alyssa Bouchard Gamma Iota Sigma Macie Brown Lexington Insurance Company Christopher Carlson CRC Timothy Chaix R.E. Chaix & Assoc. Ins. Trish Christensen Nationwide E&S/Specialty Robert Costa Great American Insurance Group Kellie Dainton Berkley Program Specialists Andrew Davidson Risk Placement Services Thurston Davis RT Specialty Graham Doran Palomar Specialty Insurance Company Brett Dresner Amwins Brokerage Ross Driscoll National E&S Insurance Brokers, Inc. Kari Edwards AmRISC, LLC Samantha Fritch Amwins Brokerage Bill Gatewood Burns & Wilcox Albert Geraci Risk Placement Services Nick Graham Nautilus Insurance Group Reggie Haggans Navigators, a brand of The Hartford Tracy Henderson Insurity Ryan Hite RLI

Kristen Ilsemann Munich Re Anita Jim Nationwide E&S/Specialty Daniel Kennedy Markel Victoria Killingsworth Core Specialty Lee Koonce Beazley Group Perri Leung Crum & Forster Surplus & Specialty Lines David Lewison Amwins Brokerage Matt Madar Core Specialty Sharon Mielke Markel Brian Mulvihill Crum & Forster Surplus & Specialty Lines David Neri WAHVE Elaina Nicholson Risk Placement Services Leah Ohodnicki RT Specialty Giselle Palladino Arthur J. Gallagher (U.K.) Ltd. Stephen Pannucci Zurich Robert Pienta Johnson & Johnson Jennifer Porter Munich Re Bob Quillman Burns & Wilcox Rebecca Roberts Burns & Wilcox Allison Sellers Great American Risk Solutions Brian Sloan Dellwood Insurance Group Britt Smith AXIS Insurance Brandon Stevis GenStar Matthew Terry RSUI Lily Van Elderen Markel Caroline West Lexington Insurance Company Hollis Zyglocke Markel

LEADERSHIP OFFICERS

WSIA TEAM Liz Bermond Senior Office Coordinator Ruth Crocker Senior Manager, Talent Outreach & Strategic Partnerships Lynley Darkow Assistant Director of Events Susan Henderson Director of Communications

CHAIR Brenda (Ballard) Austenfeld RT Specialty Naples, FL

VICE CHAIR Phillip McCrorie RSUI Atlanta, GA

SECRETARY Patrick Albrecht Associated Insurance Administrators, Inc. Montgomery, AL

TREASURER Wendy Houser Markel Specialty Dallas, TX

IMMEDIATE PAST CHAIR Dave Obenauer CRC Group Charlotte, NC

Debbie Hill Director of Events Lindsay Holland Education Program Manager Brady Kelley CEO & President Keri Kish General Counsel and Policy Director

BOARD OF DIRECTORS

Chelsea Lenhart Event Manager Denise Marshall Student Programs Manager Monica McAtee Director of Education

Steve Boyd Bridge Specialty Group San Diego, CA

Cristi Carrington Brown & Riding Seattle, WA

Veronica Davis Atlantic Casualty Insurance Company Goldsboro, NC

Gerald Dupre Core Specialty Atlanta, GA

Michael Garrison Navigators, a brand of The Hartford Red Bank, NJ

John McCrary Technology Operations Manager John Meetz Director of Government Relations Frosty Mohn Director of Technology Operations Lauren Schley State Relations Analyst Ana Serra Event Housing Manager Vanessa Sims Director of Talent & Culture

Danny Kaufman Burns & Wilcox Farmington Hills, MI

Lou Levinson Lexington Insurance Co. New York, NY

Jeff McNatt Amwins Indian Harbor Beach, FL

Christa Nadler Risk Placement Services Rolling Meadows, IL

Patrick Roe Arlington/Roe Indianapolis, IN

Emily Stubbs Controller Elizabeth Tice Marketing Coordinator Chris Timmerman Senior Manager of Student Relations

Robert Sanders Preferred Specialty, LLC Columbia, SC

Coryn Thalmann Jimcor Agencies Montvale, NJ

Danielle Wade Jackson Sumner & Associate Boone, NC

U40 REPRESENTATIVE Annie Dawson XS Brokers Louisville, KY

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4131 N. Mulberry Drive Ste. 200 Kansas City, MO 64116 816.741.3910 www.wsia.org ©2025 Wholesale & Specialty Insurance Association

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